Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

Stevan, Sara and Brett are awesome. They have been doing our taxes for many years now. Our taxes…read moreare very complex and Stevan often tells us our taxes offer challenges to him that keep him on his game. Priority Tax and Finance has navigated our taxes through 3 rental properties, inherited IRAs, 1031 exchange purchases, then later the sale of that exchange purchase, Vacation rental income, and stock donations to charities. We have given them many challenges and Stevan, Sara and Brett always come through with the our best options in filing. They guide us with specific questions for each situation to maximize our deductions. They will guide you in setting up your best tax benefit for your situation. I trust them implicitly, and have known Stevan and Sara for many years, and know that they will treat you as family. You can rest assured in using them with your most sensitive information. They take the security of your information very seriously, and have excellent security protocols in place. We will always use them until the day they retire. That will be a hard day for us!

I found this company on Yelp while investigating for a new accountant. I am stoked I decided to go…read morewith them. They make it a super easy process and got my business taxes and my personal ones done very quickly. I definitely recommend them!

They are a great team of experts to help with your tax prep needs, Mark and Tiffany are fantastic…read moreand very knowledgeable folks. Wonderful group.

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

Wholehearted Bookkeeping has been a delight to work with and they rescued us when we had a handful…read moreof bookkeeping challenges at Sustainable Economies Law Center! Emma, Iliana, and Garrick helped us catch up on an 8-month bookkeeping backlog, solved a bunch of puzzles in our books, and helped us prepare for an audit all on a very short timeline! They are kind and lovely humans, which makes it fun to be in meetings with them and solving problems together. Their whole team brings a range of skills and experience working with specific platforms (Gusto, Bill.com, etc) and in specialized areas, like nonprofit accounting and audits. They set up a great work-flow system with us to ensure tasks don't fall through the cracks, and have been helping streamline our systems. We also have an unusual organizational structure and a lot of staff involved in our financial work, and they have been very adaptable in working with our structures. Here are some additional testimonials from members of our financial team: Sue: I have enjoyed working with Emma and Garrick so much and I have learned so much from them. They are patient with our decentralized work group and so supportive of our whole team. I am so relieved by their "we can do that" attitude. They've taken the time to understand our systems and help us improve them without forcing us to change things in ways that don't fit for us. Erika: +1 everything said already! In addition, I've found them very flexible and quick to respond to questions and requests.

I was referred to Wholehearted Bookkeeping by a dear friend and in the first 6 months of working…read morewith them, I feel so well taken care of. My books were a bit of a mess as I have multiple accounts and small business activities. Iliana has been so understanding and patient with me and has set me up for an easier life with cleaned up books!

I have known Megan for about a year now and she has been rock solid from the beginning. She is very…read moresavvy with her technology, has a great attitude with pulling/submitting reports and is genuinely a fun person to work with. I'd highly recommend her bookkeeping services.

Called Handy Bookeeping and got a quote to do our bookeeping. Meagan was very reasonable and…read morepersonable. They are great people and I would highly recommend working with them.

My tax person is on hiatus and was referred to Manny. I scheduled an appointment for a Saturday…read moremorning and I was promptly seen a few minutes beforehand. The office building is old, but the business has been in practice for over 20+ years. Manny did an amazing job getting all my deductions, property, mortgage, bank stuff, investments, etc, together and complete every necessary steps to get my taxes done. Manny also provided helpful hints and really good advice with regards to combining properties, finances, and such. It's good to have trustworthy information nowadays! Taxes electronically filed so hopefully I'll get my refunds soon!

ThisThis is the best tax office that I have been a quite it with I am very satisfied with the…read moreoutcome every year of the tax services that they offer I'd recommend this office to everyone who needs special attention to their taxes and getting the

If I could give more stars, I would. While I do not run a…read morebusiness, with that exception, I echo everything said by above five star reviewers. I am a retired school teacher using his services for personal income tax. Over my now decades long adult life I have had many people prepare taxes; Ryan rises unreachable far above all of them. In addition to his professional expertise, his personal care for clients' welfare is heart warming. I feel fortunate to have him.

Ryan has done my taxes for years. He has been amazing to work with! Very helpful and responsive.read more

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

With all the complications in daily life, we opted to have our taxes done professionally…read more We also wanted the competence of an Enrolled Agent, and a staff that were caring and knowledgeable. We found all this with David Simpson and the wonderful people in his office.

I used to work as a tax preparer at a major tax preparation company for an eight years, but for…read morethis specific form I needed an expert and I found one in Pacific Tax (which was recommended by my former coworker). Kirstin contacted me right away, one phone conversation and then providing some information by emails - it's all done by Enrolled Agent (she even suggested to do 2 forms separately for me and my wife still for the same quoted price). Well done Kirstin. I highly recommend Pacific Tax company and Kirstin by name.

I use and rely on Patrick's extensive knowledge as a CPA to help navigate the treacherous waters of…read morebookkeeping, tax laws, and business planning that can be so stressful on a business owner. Patrick has a way of making you feel safe, as if everything's under control...and with his knowledge and experience....it is! I use Patrick for quarterly bookkeeping needs as well as year end taxes. I also look forward to the sound business advice I get from Patrick for the coming year. If your not using this smart business man, you may be doing yourself and your business a disservice.

Just as another review mentioned on here Patrick ghosted us after three years of us being his…read moreclient. I used him for business taxes and personal up until ghosting us. Would not trust him for important filings.